Analyst, Real Estate Private Equity

Roundtree Search; Sydney; On-site; AUD 80,000 - 110,000; Full time

Job summary

Roundtree Search is partnering with a leading Sydney-based real estate funds management and private equity platform to appoint an Investment Analyst into their Investments team. The role provides exposure to live, end-to-end transaction execution across a broad real estate footprint.

You will build financial models and underwriting materials, prepare investment memos, and conduct market research across office, industrial, healthcare, retail and logistics assets, while collaborating with a

Qualifications

• Degree in business, finance, economics or property.
• 1–3+ years in investment banking (real estate a plus) or real estate private equity.
• Strong financial modelling and analytical skills with an attention to detail.
• Clear verbal communication and concise written investment papers.
• Disciplined, commercial investor ethos with ability to move quickly.
• Collaborative mindset across integrated property, corporate and funds teams.

Responsibilities

• Financial modelling and analysis to support underwriting of acquisitions and dispositions.
• Prepare investment committee memos and supporting bid/offer materials.
• Conduct market research to inform investment strategies and identify opportunities.
• Draft components of business cases for acquisitions or dispositions.
• Support capital raising initiatives for future funds as required.
• Assist on cross-team initiatives within the platform.

Skills

Financial modelling

Underwriting

Market research

Investment papers

Written communication

Collaboration

Education

Business/Finance/Economics/Property degree

Tools

Excel

PowerPoint

Job description

Roundtree Search is partnering with a leading Sydney-based real estate funds management and private equity platform to appoint an Invesment Analyst into their Investments team.

Our client has a significant track record within real estate assets across office, industrial, healthcare, retail and logistics, and has a track record of proprietary, value-oriented transactions, from single-asset acquisitions through to multi-asset and corporate portfolio deals. Backed by both significant private and institutional capital and a genuinely entrepreneurial ownership group, there are multiple strategies in the pipeline which this role will take an active role in.

Analyst hire

This role sits within the investments team, reporting into senior leadership, and is ideally suited to a highly numerate, detail-oriented individual who wants exposure to live, end-to-end transaction execution, "cradle to grave". You'll get genuine reps across the full deal lifecycle: sourcing, underwriting, financial modelling, investment committee papers, and execution.

Coverage spans:

• Single-asset property investment opportunities across commercial, industrial, retail, residential, logistics, cold storage, multifamily, self-storage, student housing, hotels & resorts, and entertainment/leisure assets
• Multi-asset and corporate portfolio opportunities
• True private equity, corporate finance and fund modelling

What you'll be responsible for

• Financial modelling and analysis supporting the underwriting of acquisition and disposition opportunities
• Preparing investment committee memos and supporting materials for bid or offer documentation
• Conducting market research to support the development of investment strategies and identify transaction opportunities
• Drafting components of the business case for acquisitions or dispositions
• Supporting capital raising initiatives for future funds, as required
• Assisting on special projects and cross-team initiatives across the wider platform

What we're looking for

• A business, finance, economics or property-related degree
• 1–3+ years' experience in investment banking (real estate investment banking an advantage but not essential) or real estate private equity.
• Strong financial modelling and analytical skills, with a rigorous, detail-oriented approach
• Clear verbal communication and succinct written communication for investment papers and bid documentation
• A disciplined investment ethos paired with commercial creativity and the ability to move quickly and efficiently
• A collaborative team mentality — this platform operates as one integrated team across property, corporate and funds functions